Signature Wealth Management Partners’s Phillips 66 PSX Stock Holding History

Signature Wealth Management Partners’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$211K	Hold
2025 Q1	$218K	Hold
2024 Q4	$201K	Hold
2024 Q3	$232K	Hold
2024 Q2	$249K	Hold
2024 Q1	$288K	Sell
2023 Q4	$240K	Hold
2023 Q3	$216K	Buy